I offer the following services:
Tax services offered include income tax preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gifts, not-for-profit organizations, and tax authority audit representation. Your return can be electronically filed so that you can get your refund quicker.
If you own a small business and are having trouble completing your books, I can help you prepare an income statement which can be used for a Schedule C. I can also assist you with setting up a system for keeping your books for next year’s tax return.
I offer education and assistance with creating a financial plan that can meet any financial need. Whether you are concerned about buying your first home, paying for a child’s college education, or saving enough money for retirement, help is available.
Have you done everything you can with everything you have? I can help you get out of debt, set up a budget, implement a saving/investing plan, start a plan for giving to charities you believe in, and optimize your resources.
Want to make a greater impact with your charitable giving? Want to learn more about the tax benefits of chartiable giving? Want to leave a portion of your estate to your favorite charity? I can provide counsel and assistance with Donor Advised Funds, Charitable Remainder Trusts, Charitable Gift Annuities, and Supporting Organizations.